See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,273 | $183,519+111.6% | $155,509+149.7% | $145,922+166.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 24.22% | 61.17%-36.9pp | 64.67%-40.4pp | 561.29%-537.1pp |
| Employer contribution / active EE | $6,726 | $5,313+26.6% | $4,672+43.9% | $4,660+44.3% |
| Participant deferral / active EE | $3,914 | $6,462-39.4% | $5,626-30.4% | $6,688-41.5% |
| Admin fee / account holder | $32,574 | $19,313+68.7% | $15,912+104.7% | $13,397+143.1% |